National Planning Corporation’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

National Planning Corporation’s Portfolio EEMV Stock Details EEMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-13,063	Closed	-$759K	–	183
2017 Q3	$759K	Buy	13,063 +653	+5%	+$37.5K	0.06%	279
2017 Q2	$690K	Buy	12,410 +1,566	+14%	+$85.9K	0.05%	325
2017 Q1	$584K	Sell	10,844 -127	-1%	-$6.57K	0.04%	342
2016 Q4	$557K	Buy	10,971 +473	+5%	+$24.2K	0.04%	347
2016 Q3	$556K	Buy	10,498 +258	+3%	+$13.8K	0.04%	342
2016 Q2	$541K	Buy	10,240 +1,660	+19%	+$84.2K	0.04%	354
2016 Q1	$429K	Sell	8,580 -8,016	-48%	-$381K	0.04%	389
2015 Q4	$773K	Sell	16,596 -12,854	-44%	-$657K	0.06%	302
2015 Q3	$1.56M	Buy	29,450 +5,236	+22%	+$277K	0.14%	157
2015 Q2	$1.31M	Sell	24,214 -16,892	-41%	-$1.03M	0.12%	176
2015 Q1	$2.56M	Buy	41,106 +12,769	+45%	+$739K	0.23%	98
2014 Q4	$1.59M	Buy	+28,337	New	+$1.66M	0.11%	172
2013 Q4	–	Sell	-27,594	Closed	-$1.64M	–	711
2013 Q3	$1.64M	Buy	27,594 +5,633	+26%	+$324K	0.16%	145
2013 Q2	$1.25M	Buy	+21,961	New	+$1.33M	0.15%	148

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

National Planning Corporation's EEMV Position: Q4 2017 in Review

National Planning Corporation sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2017, closing a stake of 13,063 shares — an estimated $759K sold.

National Planning Corporation first reported a position in EEMV in Q2 2013 and held it in 14 quarters. The position peaked at $2.56M in Q1 2015. 298 funds tracked by Wall St. Rank hold EEMV as of Q4 2017.

National Planning Corporation reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 13,063 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2017, an estimated $759K.
National Planning Corporation first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2013 and held it in 14 quarters.
National Planning Corporation's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.56M in Q1 2015.
298 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.